"I have plenty of time to figure out my financial planning."
The sooner you commit to financial planning, the better! Do you have student loan debt, or maybe high credit card bills? Are you saving any money? Now is the time to get a handle on your finances and plan for your future!
We offer clients financial planning services through LPL Financial that help them understand and maintain overall financial health. The services we provide are aligned with your specific priorities, and are reviewed and monitored frequently.
Our Emerging Investors package is specially designed to jump-start your planning. The initial one-year package includes:
Cashflow analysis and budgeting
Debt reduction strategies (student loans, credit cards)
Goal-based plan development (emergency savings, retirement)
Education on investment products and services (mutual funds, stocks, bonds, retirement plans, IRA)
Online experience-My Blocks
Additional conference calls as needed
Initial Set Up Fee: $300Monthly Fee: $100
Want to know more about me? Here's why I love doing what I do.
Years of experience have prepared us to guide you through your life transitions.
We take a very personal approach to helping you plan you future.